Stop! Do This Before Importing QuickBooks Desktop to Online
Have you been planning to convert QBDT to QBO? Here are a few points you should remember while converting QuickBooks Desktop to QuickBooks Online. In this blog, you will learn about all the critical points that you need to take care of before migrating QuickBooks Desktop to Online.
It will also help you learn the steps to creating a portable company file. By creating and restoring a portable company file, you can resolve issues that occur after you import the shrunk data.
If you face any challenges while following the information on the blog or want a QuickBooks expert to guide you with verbal instructions, you can dial +1855-738-0359 and ask for assistance.
Stop! Do This Before Importing QuickBooks Desktop to Online
Check the points given below if you have decided to condense and import a QuickBooks file:
When you import Desktop to Online, know that the size of the file (MB) does not matter; what matters here is targets.
For the conversion, the QuickBooks Desktop file should be less than the given limits:
QBDT Enterprise 2021, and new 750,000 targets.
QBDT Desktop Pro and Premier 2018, and new 750,000 targets.
QBDT Desktop Pro and Premier 2018, and older 350,000 targets.
QBDT Desktop Enterprise 2020, older 350,000 targets.
Good targets are generated by the Journal Entries.
Reports might not match once you have condensed a file.
You can freely restore your company file from either the backup copy or the archive copy.
Ensure you store them safely in either of the places.
How to Check Your Targets in the QB Company File
Access your QuickBooks Desktop company file and check the Product Information:
For Windows: Press the F2 key from your keyboard
For Mac: Press CMD (?) + 1 keys from the keyboard
Now, see the Total Targets number.
Steps to Take to Troubleshoot Errors While Importing the File
Once you have condensed your data using QuickBooks Condense Data Utility, and if you encounter an error after importing the condensed file, follow these steps to resolve it:
Click on the File menu.
Choose Create Copy.
Tap on the option- Portable Company File.
Select Next.
Save or store the portable company file on your desktop. Alternatively, you can create a new folder on your computer system.
Intuit suggests you save it in a USB flash drive, CD, or removable disk.
The portable company file is saved with an extension of .qbm.
This will safeguard against any data loss.
Select OK to close your company file.
Restore the Portable Company File
Click File, then Open or Restore Company.
Hit Next.
Go to the portable file and select Open.
Click Next, then Save Company File As the window will open.
Prevent overwriting by giving it a new name in the File name option.
Then click Save.
You can create a backup of the data of the new company file by following the wizard.
In the blog, readers learn about the information they must be aware of before condensing company files and importing them from QuickBooks Desktop to QuickBooks Online. Then, it provides troubleshooting for any error they may encounter while condensing or importing the company file.
Also read about:- Struggling with QuickBooks Display Problems? Discover Instant Fixes You Need
FAQs on QuickBooks Condense Data Utility
What is QuickBooks Condense Data Utility?
QuickBooks Condense Data Utility is a built-in tool that helps reduce the size of a company file by removing old transactions and summarizing them. This process improves performance and ensures smoother functioning of QuickBooks.
When Should I Use QuickBooks Condense Data Utility?
You should use this tool when your QuickBooks file becomes too large and starts running slowly. It is also beneficial if you are experiencing frequent crashes, lagging, or difficulty opening the company file.
Does the QuickBooks Condense Data Utility Delete Important Data?
No, the utility does not delete essential data. It removes older transactions while keeping financial summaries intact. However, it is always recommended to create a backup before using the tool.
How Do I Run QuickBooks Condense Data Utility?
To run the Condense Data Utility, go to the "File" menu in QuickBooks, select "Utilities," and then choose "Condense Data." Follow the on-screen prompts to complete the process.
Can I Undo the QuickBooks Condense Process?
No, once the data is condensed, you cannot undo the process. This is why creating a backup before proceeding is essential to restore data if needed.
Why is My QuickBooks File Still Large After Condensing?
If your QuickBooks file remains large, it may be due to the presence of unremoved lists, attachments, or audit trails. Consider archiving attachments separately or reviewing what data was removed.
Will Condensing Data Improve QuickBooks Performance?
Yes, condensing data helps optimize performance by reducing file size, making it easier to navigate, load, and process transactions efficiently.
Can I Use QuickBooks While the Condense Data Utility is Running?
No, you should not use QuickBooks while the condensing process is running. It may take some time, depending on the file size, so plan accordingly.
What Are the Risks of Using QuickBooks Condense Data Utility?
The main risk is potential data loss if you do not back up your file before condensing. Additionally, if errors occur during the process, your data integrity may be compromised.
Who Should I Contact If I Face Issues with QuickBooks Condense Data Utility?
If you encounter any problems while using the tool or experience data loss, you can contact QuickBooks support at +1(855)-738–0359 for assistance.
Is the QuickBooks Condense Data Utility Available in All Versions?
The Condense Data Utility is available in most QuickBooks Desktop versions, but its features may vary depending on the edition and year of the software.
Can Condensing Data Fix a Corrupt QuickBooks File?
No, the Condense Data Utility is designed to reduce file size, not repair corruption. If your file is damaged, consider using QuickBooks File Doctor or reaching out to QuickBooks support at +1(855)-738–0359.
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